About Cabling Installation & Maintenance

Our mission: Bringing practical business and technical intelligence to today's structured cabling professionals

For more than 30 years, Cabling Installation & Maintenance has provided useful, practical information to professionals responsible for the specification, design, installation and management of structured cabling systems serving enterprise, data center and other environments. These professionals are challenged to stay informed of constantly evolving standards, system-design and installation approaches, product and system capabilities, technologies, as well as applications that rely on high-performance structured cabling systems. Our editors synthesize these complex issues into multiple information products. This portfolio of information products provides concrete detail that improves the efficiency of day-to-day operations, and equips cabling professionals with the perspective that enables strategic planning for networks’ optimum long-term performance.

Throughout our annual magazine, weekly email newsletters and 24/7/365 website, Cabling Installation & Maintenance digs into the essential topics our audience focuses on.

  • Design, Installation and Testing: We explain the bottom-up design of cabling systems, from case histories of actual projects to solutions for specific problems or aspects of the design process. We also look at specific installations using a case-history approach to highlight challenging problems, solutions and unique features. Additionally, we examine evolving test-and-measurement technologies and techniques designed to address the standards-governed and practical-use performance requirements of cabling systems.
  • Technology: We evaluate product innovations and technology trends as they impact a particular product class through interviews with manufacturers, installers and users, as well as contributed articles from subject-matter experts.
  • Data Center: Cabling Installation & Maintenance takes an in-depth look at design and installation workmanship issues as well as the unique technology being deployed specifically for data centers.
  • Physical Security: Focusing on the areas in which security and IT—and the infrastructure for both—interlock and overlap, we pay specific attention to Internet Protocol’s influence over the development of security applications.
  • Standards: Tracking the activities of North American and international standards-making organizations, we provide updates on specifications that are in-progress, looking forward to how they will affect cabling-system design and installation. We also produce articles explaining the practical aspects of designing and installing cabling systems in accordance with the specifications of established standards.

Cabling Installation & Maintenance is published by Endeavor Business Media, a division of EndeavorB2B.

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The Top 5 Analyst Questions From Allegro MicroSystems’s Q2 Earnings Call

ALGM Cover Image

Allegro MicroSystems’ second quarter results were mixed, with revenue surpassing analyst expectations but profitability falling short. Management attributed the strong sales growth to ongoing momentum in automotive e-Mobility, particularly for electric vehicle (EV) and advanced driver-assistance system (ADAS) applications, as well as robust performance in data center and industrial segments. CEO Mike Doogue highlighted that "current sensors for xEV applications like high-voltage traction inverters and onboard chargers" were major contributors to automotive growth, while data center and robotics demand drove industrial expansion. The market’s negative reaction reflected concerns about the company’s lower-than-expected earnings and continued operating margin challenges.

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Allegro MicroSystems (ALGM) Q2 CY2025 Highlights:

  • Revenue: $203.4 million vs analyst estimates of $197.9 million (21.9% year-on-year growth, 2.8% beat)
  • EPS (GAAP): -$0.07 vs analyst estimates of $0 (significant miss)
  • Adjusted EBITDA: $33.37 million vs analyst estimates of $32.1 million (16.4% margin, 4% beat)
  • Revenue Guidance for Q3 CY2025 is $210 million at the midpoint, above analyst estimates of $207.1 million
  • EPS (GAAP) guidance for Q3 CY2025 is $0.12 at the midpoint, beating analyst estimates by 293%
  • Operating Margin: -1.3%, up from -6.4% in the same quarter last year
  • Inventory Days Outstanding: 141, down from 150 in the previous quarter
  • Market Capitalization: $5.90 billion

While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention.

Our Top 5 Analyst Questions From Allegro MicroSystems’s Q2 Earnings Call

  • Joseph Michael Quatrochi (Wells Fargo) pressed on whether inventory shortages were driving demand or if tariffs could prompt pull-ins. CEO Mike Doogue explained that demand is primarily real, with tariffs having limited current impact but being closely monitored for future effects.
  • Vivek Arya (Bank of America Securities) asked about drivers of gross margin upside. CFO Derek D’Antilio detailed that improved manufacturing yields and timing dynamics in pricing and cost benefits led to sequential margin gains.
  • Gary Wade Mobley (Loop Capital) questioned if revenue guidance reflected true end demand or ongoing channel inventory corrections. D’Antilio responded that shipments are not yet at end-demand levels, but distribution channel inventories are approaching normalized levels.
  • Thomas James O'Malley (Barclays) sought clarification on the sources of strength in the industrial segment. D’Antilio cited broad-based growth, led by data center, robotics, and a resurgence in clean energy across multiple geographies.
  • Blayne Peter Curtis (Jefferies) inquired about future growth drivers in e-Mobility and the timing of new product adoption. Doogue noted rising semiconductor content in automotive systems and the potential of isolated gate drivers in EV and data center markets.

Catalysts in Upcoming Quarters

In the coming quarters, key areas to watch will be (1) sustained momentum in automotive e-Mobility design wins and content expansion, (2) continued recovery and inventory normalization in distribution channels, and (3) the impact of new product adoption in data center and industrial markets. Additionally, margin trends and the effectiveness of cost optimization efforts will be important indicators for improved profitability.

Allegro MicroSystems currently trades at $32.01, down from $33.87 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it’s free).

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